《晚安咖啡》科技夜话(英文版):英伟达求芯,OpenAI营收大增,蚂蚁国产算力突破
晚安咖啡GoodNightCoffee
Huang Renxun requested TSMC to increase Blackwell chip production; TSMC's 3nm capacity is up 50% to meet demand.
Altman predicts OpenAI's revenue to exceed $20B this year, with $1.4T infrastructure investment over eight years.
Ant Group deploys a 10k-card domestic computing cluster, reducing domestic chip training costs by 20%, and invests in chip companies.
Six AI giants discussed AGI progress, risks, and timelines, signifying AGI's shift from sci-fi to reality.
Microsoft forms the MAI superintelligence team, focusing on developing
\"human-centric\" domain-specific superintelligence, not limitless AGI.
Tesla shareholders approved the investment proposal in Musk's xAI, deepening its AI strategy, potentially aiding autonomous driving.
China's Ministry of Commerce suspended export controls on key items like gallium, germanium, and antimony to the US for one year.
Internal documents reveal up to $16B of Meta's annual revenue comes from fraudulent ads, with ineffective fraud prevention.
Hillhouse and Meituan invested in desktop 3D printer brand Snapmaker, showing capital interest in domestic consumer hardware.
Nvidia launched OmniVinci, a 9-billion-parameter full-modality large model, capable of understanding video, audio, image, and text simultaneously.